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ARC Properties

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Real Estate Investment & Operations Consultant (1099)

Bensenville, IL · On-site

$1.0K - $100K/yr

Real Estate Investment & Operations Consultant (1099) Project Overview: We are seeking a high-level Real Estate Investment & Operations Consultant to lead the financial and operational modernization ...

SS&C

Operations Consultant

San Francisco, CA · On-site

... or investment operations. The ideal candidate combines operational expertise with a customer ... Provide operational consulting and execution support on projects such as client onboarding, fund ...

FMI

Operations Consultant

Denver, CO · On-site

$121K - $148K/yr

Overview FMI Corporation is a leading consulting and investment banking firm dedicated to serving ... Consultants work alongside senior executives and operational leaders to assess performance ...

FMI

Operations Consultant

Denver, CO

$121K - $148K/yr

Overview FMI Corporation is a leading consulting and investment banking firm dedicated to serving ... Consultants work alongside senior executives and operational leaders to assess performance ...

UCHealth

Operations Consultant

Aurora, CO · On-site

$72K - $108K/yr

Responsibilities: * Offers consultative services, leading the development of project scope ... UCHealth promotes a culture that invests in professional success and personal well-being through a ...

Northern Trust

Consultant, Investment Operations

Tempe, AZ · On-site

$63K - $107K/yr

In addition, UVRS provides exceptional operational support and consultation to both external and ... Oversee daily investor activity and work closely with Institutional Fund Accounting and Daily ...

AIM Software

At SimCorp, we facilitate the streamlining of investments, accounting, and operations for major ... In the role of Lead Business Consultant specializing in IBOR (Investment Book Of Records), your ...

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Investments Operations Consultant information

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$33.5K

$74.3K

$123.5K

How much do investments operations consultant jobs pay per year?

As of Jun 16, 2026, the average yearly pay for investments operations consultant in the United States is $74,277.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $106,500.00 per year, depending on experience, location, and employer.

What does an investment operations specialist do?

An investment operations specialist manages the administrative and operational tasks related to investment portfolios, including trade processing, reconciliation, compliance monitoring, and reporting. They ensure accurate and efficient handling of investment transactions, often using specialized software and working closely with portfolio managers and custodians.

Do investment consultants make a lot of money?

Investment operations consultants typically earn competitive salaries that vary based on experience, location, and firm size. Entry-level positions may start with moderate pay, while experienced consultants with specialized skills or certifications can earn higher compensation, often including bonuses and benefits. Overall, the role offers the potential for strong earnings within the finance industry.

What does an Investments Operations Consultant do?

An Investments Operations Consultant is responsible for overseeing and improving the processes involved in managing investment transactions and portfolios. They ensure that all trades, settlements, reconciliations, and reporting are executed accurately and efficiently, while also identifying areas for process optimization. These consultants often work closely with portfolio managers, compliance teams, and IT departments to streamline operations and maintain regulatory compliance. Their expertise helps investment firms reduce operational risks, improve efficiency, and provide better service to clients.

What does an investment consultant do?

An investment operations consultant assists financial firms with managing investment processes, ensuring compliance, and optimizing operational efficiency. They analyze data, implement investment strategies, and often use tools like portfolio management software, requiring strong analytical and communication skills. Their work supports clients in achieving investment goals and maintaining regulatory standards.

What are the key skills and qualifications needed to thrive as an Investments Operations Consultant, and why are they important?

To thrive as an Investments Operations Consultant, you need a strong understanding of financial markets, investment products, and operational processes, typically supported by a finance or business degree. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations such as SWIFT and Bloomberg Terminal is essential. Attention to detail, analytical thinking, and effective communication are valuable soft skills for identifying process improvements and collaborating with internal and external stakeholders. These skills ensure accurate trade execution, regulatory compliance, and efficient investment operations.

How does an Investments Operations Consultant typically collaborate with portfolio managers and other departments?

Investments Operations Consultants work closely with portfolio managers, compliance teams, and IT departments to ensure smooth trade processing, accurate reporting, and risk mitigation. They act as a bridge between investment decision-makers and operational staff, translating portfolio strategies into effective back-office processes. Close collaboration is essential for resolving trade discrepancies, implementing regulatory changes, and optimizing workflow efficiency. This teamwork helps ensure that investment activities are executed accurately and in compliance with industry standards.

How much do investment consultants make in the US?

Investment consultants in the US typically earn a median annual salary of around $80,000 to $120,000, with experienced professionals and those working in large firms earning higher. Compensation can include bonuses and incentives based on performance and client assets managed. Salaries vary depending on experience, location, and certifications such as the CFA.

What is the difference between Investments Operations Consultant vs Investment Analyst?

AspectInvestments Operations ConsultantInvestment Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA are a plusSame as Investments Operations Consultant, often with CFA or similar certifications
Work EnvironmentFinancial institutions, asset management firms, consulting firmsAsset management firms, investment banks, hedge funds
Primary FocusOperational processes, compliance, trade settlement, risk managementResearch, financial modeling, investment recommendations
Common Search IntentUnderstanding roles, career paths, job requirementsAnalyzing investments, portfolio management, market research

While both roles require finance knowledge and similar credentials, Investments Operations Consultants focus on the operational side of investments, ensuring smooth processing and compliance. Investment Analysts primarily analyze financial data to guide investment decisions. The roles complement each other within the investment industry but serve different functions.

More about Investments Operations Consultant jobs
What job categories do people searching Investments Operations Consultant jobs look for? The top searched job categories for Investments Operations Consultant jobs are:
Investments Operations Consultant jobs near you
Infographic showing various Investments Operations Consultant job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $74,277 per year, or $35.7 per hour.
Investment Operations Consultant

Investment Operations Consultant

Massachusetts Mutual Life Insurance Company (MassMutual)

Springfield, MA • On-site

$67K - $88K/yr

Full-time

Posted 23 days ago

MassMutual rating

8.1

Company rating: 8.1 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

133rd of 261 rated insurance

Job description

Investment Operations Consultant
Private Wealth Custom Portfolio Solutions Team
Full-time, Boston or Springfield
The Opportunity
We are seeking a detail-oriented and client-focused Investment Operations Consultant to join our growing Private Wealth Custom Portfolio Solutions team. The role will support the efficient implementation, monitoring, and servicing of client investment portfolios. Your work will be fast-paced and innovative and will require marshaling resources across the organization. You'll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.
The Team
Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.
The Impact
This role is critical to ensuring the smooth execution and integrity of portfolio operations-serving as the backbone between investment decisions and client outcomes. By maintaining accuracy, mitigating risk, and driving operational efficiency, this team enables scalable growth and a consistent client experience across MassMutual Private Wealth.
  • Ensuring timely and accurate trade processing, including order entry, allocation, and post-trade reconciliation
  • Coordinating with custodians and trading platforms to achieve efficient execution and resolve trade-related issues
  • Monitor trade activity to ensure alignment with investment models, client restrictions, and regulatory requirement
  • Monitor portfolios for data integrity (e.g., cost basis, holdings accuracy, model alignment) and proactively resolve discrepancies
  • Identify and escalate trade errors, operational risks, and process gaps; contribute to remediation efforts
  • Support continuous improvement of workflows, automation, and scalability across portfolio operations
  • Contributing to the growth of the MassMutual Private Wealth business. Identify opportunities to improve operational efficiency, scalability, and accuracy.

The Minimum Qualifications
  • Bachelor's degree
  • 2+ years experience in investment operations, trading, or portfolio implementation
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications
  • Experience in wealth management or client portfolio management environments
  • Familiarity with best execution principles, trade lifecycle, and portfolio rebalancing workflows
  • Series 66 and/or Series 7 at time of application
  • Exceptional analytical, problem solving, and communication skills

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset

#LI-JF1
Salary Range:
$67,400-$88,400
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

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